Leadership
Discover the latest news affecting advisors RIAs and others in wealth management , including updates on key hirings and other executive changes.
Nominations Open for Women in Wealth Management Awards
By John ManganaroThere are seven nomination categories, with submissions due Aug. 5.
July 11, 2023
Days-in-Office Quotas May Backfire: MyVest CEOThe focus should be on mentorship and connection, not forcing a corporate culture, Anton Honikman tells ThinkAdvisor.
July 07, 2023
Raymond James to Reorganize Employee Advisor ChannelThe shifts aim to bring more "leadership alignment" to Raymond James & Associates and Alex. Brown, the firm says.
July 06, 2023
LPL Veteran Returns to Lead Strategic Business DevelopmentJeremy Holly is back after a two-year stint at SageView Advisory Group.
July 05, 2023
U.S. Bank Aims for 1 Million Wealth Management ClientsThis goal would essentially double the firm's wealth management business.
June 30, 2023
Carson Group's First CTO Leaves the FirmNimesh Patel joined the firm last year after over 20 years growing and developing tech and product teams.
June 30, 2023
New John Hancock Retirement CEO Sees Growing Demand for Retirement AdvisorsMore Americans are falling behind on retirement savings, and advisors can help, CEO Wayne Park tells ThinkAdvisor.
June 28, 2023
Raymond James Names New Head of Advisor Inclusion NetworksSamantha Trebesch will be head of the networks, which were led earlier by Renée Baker.